Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Robert McAleer

Financial Advisor

Bob has been involved in the financial markets and the Boston financial community for over twenty-five years where he has covered some of the largest money managers in New England from a research sales perspective at various banks including CIBC World Markets and Wells Fargo Securities.  Bob joined UBS in the Investment Bank in 2011 where he rose to be co-head of Boston securities and led the global advisory effort in the region.  In 2017 Bob joined the Private Wealth division where he advises high net worth families on customized wealth solutions.  Private Wealth has always been a passion of Bob's as he has advised in various estate and trust matters for his family for several years.  Outside of UBS, Bob is a Trustee of the Dexter Southfield School, a private day school, in Brookline where he is co-chair of the Development Committee and the Dexter Southfield Fund.  He also is a former Trustee of Beacon Hill Nursery School.  Bob is a graduate of Bucknell University with a Bachelor of Arts in Economics. 

Registered States:
  • CA
  • FL
  • GA
  • MA
  • ME
  • NJ
  • NY
  • SC
  • TN
  • VT

Education

  • B.A. Economics, Bucknell University
200 Clarendon Street
24th Floor
Boston, MA 02116
  • (617) 247-6063

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager